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Presentations

Presentations 

  • "Lookback v. Crisis Planning," various presentations to local financial advisors, 2019-present
  • “Don't Leave Difficult Decisions for Your Loved Ones,” various presentations to local credit union membership and chapters, 2015-present
  • "Medicaid Income Eligibility and VA Aid and Attendance," various presentations to local skilled nursing facility management teams, 2019
  • "Power of Attorney: Facts & Myths," various trainings to local skills nursing facility management teams, 2019
  • "Applying for Medicaid: The Four Eligibility Requirements," NBI Continuing Education Seminar, 2018
  • "The Lookback Period and Qualifying Asset Transfer Rule," NBI Continuing Education Seminar, 2018
  • “How To Plan for Incapacity,” NBI Continuing Education Seminar, 2010
  • “2005-2008 Indiana Probate Legislative Update,” co-presenter with Magistrate Phillip Houk of Allen Superior Court, Fort Wayne Estate Planning Council, 2008
  • “Business Succession Planning:  What Happens if You're No Longer the Boss?” Business People, June, 2008
  • "GRATS: Now Is The Time," various presentations to local legal and financial advisors, 2008
  • “Trusts & Death Taxes: A Basic Primer on Estate & Inheritance Taxes,” ICLEF Continuing Education Seminar, Fort Wayne, 2007
  • “Business Succession Planning: Buy-Sell Agreements,” NAIFA Annual Meeting, Fort Wayne, 2001
  • “Limits of Zealous Representation,” Benjamin Harrison American Inns of Court Meeting, Fort Wayne, 2001
  • “Medical Malpractice Guidelines: Sword or Shield?” Midwest Medical Research Foundation Annual Conference, Fort Wayne, 1995
  • "Top 10 Tips to Avoid Probate," various presentations to local financial advisors and clients, various years

We’re Different and Different Is Good.

At GLO we’re reviving the lost art of listening. It’s your planning, not ours. You tell us how you want to take care of your family and business. We will listen and put everything in place.
— April Grunden

9809 Dawsons Creek Blvd.
Fort Wayne, IN 46825
260-969-1177
Mon, Tue, Wed, Thu, Fri: 09:00am - 05:00pm

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